Core Viewpoint - The Hengqin Guiding Fund has increased its total scale from 10 billion to 30 billion, marking a significant expansion aimed at enhancing investment in the Hengqin Guangdong-Macao Deep Cooperation Zone and supporting the diversified development of Macao's economy [5][9]. Group 1: Fund Background and Expansion - Established in 2023, the Hengqin Guiding Fund was initially set up with a scale of 10 billion, focusing on sectors such as technology research and development, high-end manufacturing, traditional Chinese medicine, cultural tourism, and modern finance [6][8]. - The fund has signed contracts for 34 sub-funds and 24 key direct investment projects, attracting numerous enterprises to establish a presence in Hengqin [8][9]. - The recent expansion to 30 billion is expected to further enhance the fund's effectiveness in promoting the development of "four new" industries and supporting the construction of the China-Portugal Economic and Trade Cooperation and Development Center [9][10]. Group 2: Impact on the Industry - The Hengqin Guiding Fund has significantly contributed to the establishment of 151 enterprises in Hengqin, with a registered capital totaling 73.58 billion and actual capital contributions of 26.31 billion, of which 40 enterprises are now operational [8][9]. - The fund has played a crucial role in attracting major companies and innovative technology firms, thereby enhancing the industrial layout of the cooperation zone [8][9]. - The expansion of the fund is seen as a positive signal for the venture capital and private equity markets, indicating a potential improvement in fundraising conditions and increased confidence among investors [10][12].

12月26日，沪指八连阳，不简单，已经很多年没看到过超过七连阳的表现，再加上今天两市成交量超过2万 亿，市场形势大好，说明A股投资人热情很高，趋势正在"牛化"。 至于中午那一阵跳水，其实就是盘中回踩五日均线，没有看到实质性利空，所以各位，放轻松，不要时时刻刻 盯着大盘，不要受短期上上下下的股价波动影响。投资人，有时候要"懒一点"。 今天有一个重大利好消息：国家创业投资引导基金正式启动。大概两年前，我专门写文章，强烈建议成立一个 万亿级别的国家级的创业投资母基金，真金白银的激活和引领中国创业投资市场。 不过也要说一句，未来科技股的供应会越来越多，要准备充足现金，等待那些具备价值的优质科创公司。 2026跨年行情正在继续，商业航天一马当先。很多人问商业航天是否脱离AI主线？其实商业航天就是AI。比如 火箭回收技术，其实就是靠AI来学习参数数据，最终实现平稳落地回收，所以火箭回收技术是一项AI技术。比 如火箭回收技术是为了卫星互联网和卫星算力网，而这两样都是为了解决AI基建问题。 所以，商业航天其实也是AI的衍生领域。而商业航天最近很热，其实就是因为市场认为中国必然将卫星互联网 和卫星算力网作为中期目标，势必和星链 ...